


Cloud Wealth Management
Financial Services • Vaughan, Ontario, Canada • 1-10 Employees
Company overview
| Headquarters | 3700 Steeles Ave W, Suite 1001, Woodbridge, Ontario L4L 8M9, CA |
| Phone number | +16477936383 |
| Website | |
| NAICS | 52 |
| Keywords | Investments, Wealth Management, Life Insurance, Education Savings Plans, Disability Insurance, Financial Plan, Tfsa, Critical Illness, Health Plan, RSP, Group Medical Dental Plans, Pension Management For Business Owners, Pensions For Individuals |
| Founded | 2019 |
| Employees | 1-10 |
| Socials |
Key Contact at Cloud Wealth Management
Sean Clouden
Founder & Wealth Manager
Cloud Wealth Management Email Formats
Cloud Wealth Management uses 1 email format. The most common is {first name} (e.g., john@cloudwm.ca), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name} | john@cloudwm.ca | 100% |
About Cloud Wealth Management
Cloud Wealth Management is one of Canada’s leading independent financial services brokers. Being independent allows us to give you unbiased recommendations always keeping your dreams and long-term objectives as the foundation of our holistic approach to advice. We don’t have any of our own internal products allowing us to remain completely independent providing recommendations that are in line with your specific goals and objectives Mission statement: Our mission is to help our clients make smart investment and financial decisions through professional relationships based on uncompromising integrity, trust, and personalized service. For over 20 years we have been a strong, stable and trusted financial partner for Canadians Like you, we believe that health, wealth and happiness are branches of the same tree. We take the time to understand more than your financial goals. We are highly focused on understanding who you are and what is important to you. Working with families, professionals, and business owners we have built a solid reputation for delivering a clear and simplified approach to wealth management. We are committed to make you feel confident and comfortably in control of your financial future, so that you can achieve the freedom to do more of what you love. Contact info: Office: 647-793-6383 Cell: 416-721-7552 Email: info@cloudwm.ca
Cloud Wealth Management revenue & valuation
| Annual revenue | $85,555 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $273,776 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
Cloud Wealth Management has never raised funding before.
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Frequently asked questions
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